Finding the right financial advisor is one of life's most important tasks, whether you're a prudent individual, investing wisely for your own retirement, or a savvy business owner with more complex needs to consider like succession planning.
It's wise to explore a few different options before making a final decision on whose style, credentials, and services will best match up with what you need.
There are many factors to consider, and to help you make sense of them all, we've developed a handy checklist to help you choose the right financial planner. Simply click on the image below if you'd like to see it in larger format and print it out.
Finding the right Insurance Broker is equally important, especially for Entrepreneurs. As a business owner, you have a lot on your plate and time is finite. You're building your team, your client base, and your legacy. With such important tasks ahead of you, there is good reason to delegate what's left.
When it comes to the Health and Benefits Plan you provide your employees, you can't be sidetracked by explaining all the details to each member of your team when they have questions, or stepping in to help during the claims process. Even if you have a Human Resources department to help, there are always more productive ways they can contribute to your organization. You and your team deserve to partner with a Benefits Broker who takes all the workload off of you, leaving you with more time to focus on what's truly important to your company's future.
If you or your employees are forced to deal with 1-800 numbers for questions, or you don't see your Broker at least four times a year, then you need to re-evaluate the level of service you're getting. It could be much, much better. And no, it doesn't have to be more expensive at all. In fact, there's a good chance it could be less.
To help you explore whether you should be expecting more from your Benefits Broker, we've developed a short quiz:
If you would like clarification on any of the points listed above, please don't hesitate to call us at 905-332-6633. Making sure you have the right financial advisor and insurance broker to set you up for long term success is our top priority.
For more tips & helpful tools, visit the Continuum II Inc. Resources section of our website.
Thanks for the aid. Finding the right financial advisor is really important. :)
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